Gem Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MI. Its latest Form ADV filing, dated March 30, 2026, reports $628M in regulatory assets under management, 4 employees, and 1,359 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
395
2
HNWI
18.8%
95
3
Charitable
3.2%
16
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$628Mas of March 30, 2026
Discretionary100.0%
$628M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$628M
Total Accounts1,359
10Y AUM Change+$442M (+238.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee127:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.